- New Purchases: PBW,
- Added Positions: VTIP, IJR, VXUS, AGG, BOND, VTI, SCHM, DEM, DLS, VNQ, HYG,
- Reduced Positions: SCHB, SCHF, SCHA, SCHE, SCHV, VO, VUG,
- Sold Out: SCHH,
For the details of Elwood & Goetz Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elwood+%26+goetz+wealth+advisory+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Elwood & Goetz Wealth Advisory Group, LLC- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 442,404 shares, 15.65% of the total portfolio. Shares added by 11.48%
- Vanguard Total International Stock (VXUS) - 342,628 shares, 13.69% of the total portfolio. Shares added by 7.15%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 155,925 shares, 12.57% of the total portfolio. Shares added by 7.42%
- PIMCO Total Return Active Exchange-Traded Fund (BOND) - 153,434 shares, 11.87% of the total portfolio. Shares added by 5.84%
- iShares Core S&P Small-Cap ETF (IJR) - 175,927 shares, 10.59% of the total portfolio. Shares added by 9.61%
Elwood & Goetz Wealth Advisory Group, LLC initiated holding in Invesco WilderHill Clean Energy ETF. The purchase prices were between $28.2 and $34.23, with an estimated average price of $30.66. The stock is now traded at around $37.30. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,965 shares as of .
Sold Out: Schwab U.S. REIT ETF (SCHH)Elwood & Goetz Wealth Advisory Group, LLC sold out a holding in Schwab U.S. REIT ETF. The sale prices were between $44.47 and $48.13, with an estimated average price of $46.58.
Reduced: Schwab U.S. Broad MarketETF (SCHB)Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab U.S. Broad MarketETF by 31.72%. The sale prices were between $68.93 and $77.15, with an estimated average price of $73.75. The stock is now traded at around $78.47. The impact to a portfolio due to this sale was -0.23%. Elwood & Goetz Wealth Advisory Group, LLC still held 8,975 shares as of .
Reduced: Schwab U.S. Small-Cap ETF (SCHA)Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab U.S. Small-Cap ETF by 27.78%. The sale prices were between $67.26 and $76.07, with an estimated average price of $72.52. The stock is now traded at around $76.47. The impact to a portfolio due to this sale was -0.14%. Elwood & Goetz Wealth Advisory Group, LLC still held 6,368 shares as of .
Reduced: Schwab Emerging Markets Equity ETF (SCHE)Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab Emerging Markets Equity ETF by 27.34%. The sale prices were between $24.83 and $27.51, with an estimated average price of $26.39. The stock is now traded at around $28.07. The impact to a portfolio due to this sale was -0.14%. Elwood & Goetz Wealth Advisory Group, LLC still held 18,875 shares as of .
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